Financial Planner

Overview We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients. We seek a technically strong financial planning professional with strong analytical skills, attention to detail, and a proactive, collaborative attitude. Job Type Full-time Responsibilities Develop customized, comprehensive financial plans designed to help clients achieve their goals. Work directly with clients to gather information and present financial plans. Build rapport with clients and potential clients to establish lasting relationships. Collaborate with advisors to provide holistic financial solutions, including facilitating referrals to trusted insurance professionals, CPAs and estate planning attorneys. Support continuous improvement initiatives, enhance processes, and deliver high‑quality, client‑focused outcomes. Advance the utilization of financial planning software and other technologies. Qualifications Minimum of 3 years of experience in financial planning. Bachelor’s degree from an accredited college or university. Experience with financial planning software. CFP® or PFS designation, or in the process of obtaining one. Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios. Knowledge of insurance products (life, disability, long‑term care), taxes and estate planning needs including trusts, wills, and powers of attorney. Excellent analytical, strategic thinking and problem‑solving skills. Benefits Health insurance benefits: medical, dental, vision, life, and disability insurance, health savings, flexible spending, and dependent care accounts. Retirement savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing. Time off: 4 weeks of vacation, paid sick leave in a paid time‑off bank, 10 paid holidays (including two floating holidays), 16 hours of volunteer time, paid sabbaticals, and paid parental leave. Potential eligibility for discretionary incentive compensation based on individual and organizational goals. Compliance with applicable state equal pay and pay equity legislation. Reasonable estimate of the current range for this full‑time position is $70,000–$90,000 annual salary. Additional Information This is a full‑time position. Standard office hours are Monday–Friday, 8 AM–5 PM. The role is hybrid, requiring presence in the office at least 3 days per week. Equal Employment Opportunity This information is provided in compliance with applicable state equal pay and pay equity legislation. It represents a reasonable estimate of the compensation range and benefits offered for this position. Compensation decisions are dependent on facts and circumstances of each candidate. Aldrich considers internal equity in all pay decisions. #J-18808-Ljbffr